Sales, Marketing & SupportDone with Lindy, Make 2026-10-14
Prep sales calls and research YouTube ideas with agents
A Lindy agent researches YouTube ideas and scripts, and another emails a brief on discovery-call contacts 10 minutes before meetings; complex content stayed on Make.
- What They Did
- She copied Lindy's sales call prep template, which the author calls a simple automation rather than an agent workflow. It triggers on calendar events with "discovery" in the title. It researches the contact using LinkedIn, Crunchbase and web search, then emails a brief 10 minutes before the call. She also built a YouTube assistant agent with YouTube scraping, web browsing, Notion and AI writing tools.
- How It Went
- The call-prep template worked within minutes. Rebuilding her Make.com and Airtable content system in Lindy gave constant errors and used up credits, so it stayed on Make. Credit use made her reluctant to use the YouTube agent.
- Worth Knowing
- The free plan's 400 credits exclude premium actions. The $50/month plan gives 5,000 credits, which she used up quickly just building and testing workflows.
Try it yourself with Lindy
Set up an agent that, 10 minutes before each calendar event named [e.g. Discovery Call], looks up the attendees on [LinkedIn or company website] and emails me a one-page brief covering their role, company, recent news and three suggested questions. Also set up a second agent that researches [topic] YouTube video ideas weekly and drafts [3] outlines. Show me a sample brief before turning either agent on.
Do this with a skill.
These SkillShop playbooks do this exact job.